A review of 2017’s investment

Investment as of December 2017
2017 Performance (Singapore Dollars)
Total dividends collected (Current year) $2,315.43
Total dividends collected to date (Nov 2013 – Now) $8,555.88
Total Invested Capital $84,735.93
Projected Annual Yield $2,714.04
Average Monthly Dividends $174.61
Unrealised Gains / Loss -$5,367.85

Another year is coming to an end soon and I didn’t seem to have achieved much. The total invested capital increased from $68,016.42 to $84,735.93. This increase is largely due to the periodic purchase of Singapore STI ETF (SGX:G3B, SGX:ES3) and Bond ETF (AGX:A35), followed by the new position in Singapore Post Limited (SGX:S08) and additional investments into Cache Logistics Trust SGX:K2LU).

For Singapore market, I picked up 7410 units of ABF SG Bond ETF and 1375 units of Nikko AM STI ETF100 via POSB InvestSaver. I also managed to add 1000 units of Cache Logistics Trust and 2200 units of Singapore Post Limited.

From the London Stock Exchange, I picked up 11 units of iShares Core MSCI World UCITS ETF (LSE:IWDA) via Standard Chartered Bank’s Trading Platform.

The portfolio still faced an unrealised loss of $5,367.85. I collected $2,315.43 in dividends which averaged out to be $192.95 monthly which is slightly higher than last year’s $184.46 monthly.

 

Donations

This year, I made a total donation amount of $400 towards Children’s Cancer Foundation, Metta Welfare Fund and KKH Health Fund. Hope the token sum will be able to help some of those in need.

 

Precious Metals

I bought a total of 80.1 grams of gold and 1,088.5 grams of silver for $4,191.09 and $848.64 respectively.

 

Conclusion

This pretty much sums up my investments in 2017. I hope to see the unrealised loss turn into unrealised gains in 2018!

Disclaimer

The content on this post is for informational purposes only. It does not provide investment advice, nor is it an offer or solicitation of any kind to buy or sell any investment products. Rates and terms set on third-party websites are subject to change without notice. This is an independently-owned site and all opinions expressed are my own.